Speakers

Tom Sieber
, Deputy Editor - Shares

10.55
,
12.00
,
13.30

Tom Sieber has more than eight year's experience working in journalism and is the oil and gas specialist for Shares. He started his career at the award-winning regional newspaper, The Chester Chronicle and joined Shares more than six years ago - covering a number of sectors during that time including banking and insurance.Follow @SharesMagTom

Mark Taylor
, CEO - Equiniti Financial Services

11.00

Mark joined Equiniti in 2009. He has overall responsibility for Equiniti’s regulated business including Selftrade, wealth management services and international payments.

Mark has over 30 years’ experience in the financial services industry with a track record in managing start-ups and turnarounds in the retail investment space. He was previously Director at Virgin Money and Egg Invest and has held senior positions at Fidelity and Charles Schwab.

Mark is also a NED for Abundance, the UK’s first regulated social investment platform.

Vivian Slattery
, Director - Monetary Solutions

11.30
,
13.30

Vivian Slattery is Director of Monetary Solutions, an all female adviser IFA practice in Purley. She founded the company in 2002 although she has been in the industry since the late 80’s. It’s a sector where females are a rarity and each adviser has over 20 years’ experience in financial services.

Simon Glover
, CEO - ITI Data Vision

13.30
,
14.30

Simon was portfolio manager of a $1 billion + hedge fund for a division of AIG in the United States.

He subsequently founded The ITI Group in the UK – with a mission to transform the provision of financial services and provide a better outcome for retail investors.

He remains committed to financial education at every level from schools to the work place and at an academic level. He is a member of the London School of Economics North American Advisory Board. He is currently working on a project to better coordinate academic research into the sources and sustainability of Alpha (skill) based returns.

Andrew is a portfolio strategist within BlackRock’s Multi-Asset Strategies group, which is responsible for developing and managing investment solutions involving multiple strategies and asset classes. Prior to moving to BlackRock, Andrew was a research analyst with Merrill Lynch’s Global Chief Investment Office where his focus was on multi-asset portfolio construction and risk management for discretionary and advisory wealth clients. Andrew graduated from the Smurfit Business School, University College Dublin, where his postgraduate thesis was on the topic of active versus passive investing.

Joe Parkin
, Head of UK Wealth - BlackRock

14.00

Joe Parkin is Head of the UK Wealth Sales team within iShares where he is responsible for relationships with Global Private Banks, Wealth Managers & Private Investment Offices. This includes the distribution of iShares ETFs and BlackRock Index Funds.

Mr Parkin's previous roles at BlackRock included acting as Chief of Staff for the iShares business in EMEA, and overseeing and coordinating iShares' relationships with key financial institutional clients across EMEA, including bank and insurance groups.

Prior to joining BlackRock in April 2012, Mr Parkin worked at Goldman Sachs for 6 years. During that time he worked within Private Wealth Management (PWM), where he assisted in building out Goldman Sachs' footprint in the emerging markets, and Goldman Sachs Asset Management, where he was in UK Discretionary Sales.

Mr Parkin has a BA in Economics & Philosophy from Leeds University.

Tim Slesinger
, CEO - LendingWell

15.30

Tim is CEO of LendingWell and is passionate about Direct Lending. He has built up a deep knowledge of the industry through being a significant Lender on many of the leading P2P lending platforms. Prior to his involvement in the Direct Lending sector, Tim had founded and built the market leading document and data management operation in Central & Eastern Europe, operating in 8 countries and 37 cities.

Cormac Leech
, Director - LendingWell

15.30

Cormac Leech: director / cofounder of Liberum Alternative Finance. Over the past three years he has been focused on the online lending sector- helping some of the leading platforms raise equity and debt capital as well as raising over $2bn in capital for direct lending investment trusts including P2PGI, Ranger Direct Lending and Honeycomb. Cormac has been a banks analyst for over a decade at various institutions including JPMorgan and ABN Amro. Previously Cormac worked at McKinsey & structuring derivatives at Citigroup.

Karl Harder
, Co-founder & MD - Abundance

16.00

Karl Harder is co-founder and managing director of Abundance Investment. Abundance was the UK first regulated peer-to-peer investment platform and focuses on renewable energy and infrastructure investment. The firm offers investment via SIPPs and ISAs. Abundance sat on the HM Treasury working group for the Innovative Finance ISA and recently launched the UK's first peer to peer ISA product.